Roll Up Data To Create One Customer Row - With A Difference
Jan 7, 2008
I have a simple list of all purchases made. ie)
Name.......Purchase date
John........01.01.07
Susan......06.08.07
John........07.07.07
John........01.05.07
I'd like to roll up the sames to create one customer row, but so I see the varience between purchase times. ie)
Name.......Ist Pur date....2nd pur date.....3rd pur date....time from pur 1 to 2
John........01.01.07.........01.05.07..........07.07.07........120 days
Susan......06.08.07...................................................(not sure to include this)
Is this possible in excel?
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Aug 1, 2014
I have a list of Spid numbers and a service category identifying if it is a Water Spid or a Waste spid.
The Spid is split into 2 parts. The Core is the identifier and the Category states if it is a Water or a Waste spid.
If the 1st digit in the Category is a 1 = Water.
If the 1st digit in the Category is a 2 = Waste.
There may only be a water spid or a property may have a water and waste spid.
What I want to do is have the information on 1 row rather than 2 rows
I have data in this format
SPID
Core
Category
Service Category
100000000151
100000000
151
1
[code].....
and I need to convert it into this format.
Core spid
Water
Waste
100000020
100000020101
100000020251
I have tried IF(lookup) and it works for the 1st row but I can't get it to look at the 2nd row.My data consists of 400,000 plus rows
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May 3, 2014
I want to create a customer ID for thousands of customers and then be able to find the customer by doing a search for the ID later. I'm even thinking of using a customer phone number for the ID. What function can I use to later find the customer?
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Dec 14, 2007
I have the following formula copied down from A3 to A200 in a spreadsheet, which creates a unique standardized customer number for the each names listed in B3 to B200:
=IF(B3="","","S"&LEFT(B3,1)&"-"&TEXT(SUMPRODUCT(--(LEFT($B$3:B3,1)=LEFT(B3,1)))*10,"0000"))
Therefore, with the following names listed in B3 to B10:
UPS
FedEx
Fisher Price
Bell Canada
Grand & Toy
Rogers Cable
Dominion
Blue Jays
The respective customer numbers would be:
SU-0010
SF-0010
SF-0020
SB-0010
SG-0010
SR-0010
SD-0010
SB-0020
I would like these numbers to be static, so I would appreciate it very much if someone can give me a VBA code to replace the formula.
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Oct 8, 2008
I’m getting data from query. My data has fields: Item No, Customer ID & Sales rep.
I need to find out for each Item number which customer put order and who was the sales rep. (Excel 2002). see file attached.
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Aug 29, 2012
I am trying to create a formula that will determine the number of orders for a specific customer whose orders have a pallet count between a certain range. The customer code is a cell reference, as well as the beginning and ending values I am looking for. I have the data on a separate tab from where I am putting the formula.
Here is what I was trying to use, but it was coming up with "0" for everything:
=COUNTIFS(Data!$I:$I,E7,Data!$I:$I,">=A8",Data!$I:$I,"
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Dec 4, 2011
I have case where i need to roll up data based on the hierarchy. I have hierarchy of 4 level as follow:
Level1 Level2 Level3 Level4 Country Region1 Dept1
Unit 1 Country Region1 Dept1
Unit 2 Country Region1 Dept1
Unit 3 Country Region1 Dept1
Unit 4 Country Region1 Dept1
[Code] ........
The data in all sheets is identical...so I created a macro to create template based on the rage. The problem is that the template is good for level 4 but not good for other level.
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Jun 22, 2007
how to take text data that will be regularly added to vaious sheets and roll them up into a single "master" sheet that automatically updates and ranks them by priority.
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Jul 6, 2008
I have an excel file which contains following data in it.
Col-A Col-B Col-C ......
Cust Cd Name Sales
=======================
101 AAA 1000
101 AAA 500
101 AAA 3000
102 BBB 800
102 BBB 200
103 CCC 200
103 CCC 200
103 CCC 200
I need to create following three workbooks with name based on Cust Cd from above excel file.
Workbook - 1 : 101.xls which contains records only pertaining to Cust Cd 101.
Workbook - 2 : 102.xls which contains records only pertaining to Cust Cd 102.
Workbook - 3 : 103.xls which contains records only pertaining to Cust Cd 103.
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Apr 23, 2008
I have a small sheet that has a number in Column A and a larger number in Column B along with some data in Columns C and D. I wish to make a separate sheet that has rows numbered using the numerical range from Column A and Column B along with the data from Columns C & D
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May 2, 2008
I have been perusing various Excel sites in hopes of finding a macro or function that can create columns based upon two dates input into specific cells. My ultimate goal is to use this macro or automated function so that when the user inputs the dates, the columns would automatically be created for them, rather than having them do it manually.
ideally, the 'start' and 'finish' dates are named cells and the macro could determine the difference between the two and automatically insert columns to the left of a ' Totals' column.
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Feb 27, 2013
I have 3 fields:
Person, FinancialYear, AmountUSD
Pete, FY12, 8000
Pete, FY13, 7000
Jeff, FY12, 5000
Jeff, FY13, 5500
Sam, FY12, 4000
Sam, FY13, 3500
How to create a pivot table that has a calculated field for the difference in AmountUSD between FY12 and FY13 (for each person).
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Apr 16, 2009
I have 2 sheets in a workbook.Sheet1 is a master sheet with Customer code and there Sale.And Sheet2 is the sheet which has only Customer code.
Note: Its just a Example i have total 1924 data.
Now in Sheet 1 there are some Customer code which is Repeated some times 2 and 3 or even 4 times. In Sheet 2 Same as sheet 1 there are some data which is also Repeated. Now i how can i know which Customer Code in sheet 2 Missing from Sheet1
I have Colored Some Data in sheet 2 which is not match with Sheet1
For Example.
In Sheet 1 221000000232 is repeated 2 times but in Sheet2 has only 1 times.
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Nov 8, 2008
i use excel in my dispatch office. i am working on a new workbook and could use some help. In one sheet of the workbook we enter in customer calls. i would like to keep customer records in another sheet, which would include their address, phone numbers, and past invoice numbers all on the same row of the customer database sheet. At the top of the sheet that we enter caller information i would have a table set up to automatically fill in the customer info based on the name typed in,
if the customer exists in the customer database sheet of the same workbook the table will automatically fill in their address, phone number and past invoice numbers. i was thinking something like this =IF(COUNTIF('Customer Database'!A:A,Blanks!D6)>0,'Customer Database'!A2,"Not Found") ....the problem is that no matter who's name i enter, it will always add the information from row 2 of the customer database sheet. i need it to take information from the corresponding row(if customer name is found on row 45 then my formula needs to enter the info from row 45, not row 2. not sure how to do this.
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Jul 3, 2009
I have created a simple order form to take customer orders . I would like to summarize the orders on a summary page .(The order Form will be very long so i don't want to print the entire document every time .
I have started to create a summary page using information from a similar post on this forum. I am having trouble creating a summary when the products on my order form have multiple sizes rather than just one
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Mar 14, 2014
I have a very detailed spreadsheet with drop down lists. I would like to block other cells if previous cells have certain selections. I have 7 columns of data that get inputted throughout the month. These cells have drop down selections that I have created. Is there any way to create a drop down menu AND another data validation? So If a selection is made, then the next cells will be blocked, using data validation "custom"?
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May 8, 2009
Have a small data base with customer details and comments. I would like a form to sit over that so that people on phones can enter customer # and check info and add further comments etc. for a specific customer. Before I try and design a form is there any templates for this type of thing. Have done a Google and Ozgrid search, but I maybe asking the incorrect names for the procedure.
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Apr 1, 2013
I have problems with my project. I want to filter data between two dates with customer ID and when click Export Report button , result will copy on next sheet ( sheet's name is report in my file attachment ) and auto sum similar products.
eExample_report.xlsm
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Nov 4, 2008
I have a spreadsheet which I am trying to use to capture customer data. What I want to happen is whenever I enter a new record, the date appears automatically in a Date column ....
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Mar 18, 2014
I have created a excel workbook in which I use for keeping up with storage unit rent. I have a tenant list sheet and each tenant has a sheet on which I keep up with charges and credits. What I want is a macro the will loop thru each tenants sheet based on tenant list and insert data and go to the next sheet. I found this on the web:
[Code] ......
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Jan 26, 2010
I've got a list of donor names, names listed multipled times in Column A, each row with different donation data. For instance:
Sheet 1
A1 - Mary Jones, B1- Internet Donation
A2 - Mary Jones, B2 - Silent Auction Purchase
A3 - Mary Jones, B3 - Event Ticket Purchase
A4 - Gary Jones, B4 - Foundation Grant
A5 - Gary Jones, B5 - Internet Donation
A6 - Sara Parker, B6 - Event Ticket Purchase
I want Excel to compare rows A1 and A2, and if the name has not changed, enter the donation data from Column B into another sheet that will just list that person's name once:
Sheet 2
A1 - Mary Jones, B1- Donation1, C1 -Donation2, D1 - Donation3
A2 - Gary Jones, B2 - Donation1, C2 - Donation2, D1 - Donation3 (which would return no value because there the name changes
Does this involve IF, MATCH or VLOOKUP formulas?
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Jan 29, 2010
I have the following formula =IFERROR(ROUNDUP((+G5+G23+G41+G59)/4,0),"") that if it returns an odd number as in 3 or 5 or 7 or etc i want it to display 4 or 6 or 8 or etc
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Aug 15, 2007
if it is possible to roll over a cell in column B2 and have a little box pop up with the value that is in cell Z2? B3 and Z3...so on and so forth?
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Nov 30, 2013
When copying the formula =SUMIFS(G3:G103,I3:I103,"3") how do I modify it so that only the "3" rolls to the next integer and the rest of the formula remains constant? In other words the 3 would roll to a 4 when copied down a column and the rest of the formula does not change?
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May 17, 2006
I have been supplied a spreadsheet (see attached example sheet) which contains data on a project I am working with. Essentially the guy who has supplied me the data has been lazy and only provided values once within the sheet which makes filtering extremely difficult. I have made the cells on the sheet A3:F23 in the format I ideally require. Cell A26 onwards is the format in which the data is currently supplied to me.
Column A (Box No) should roll down the same value until the value changes, where a blank row should be left as already exists and the same process of roll the value down until it changes, leave the blank line and then roll down the next value. This should continue until the data ceases at the end of the sheet - I have made the example sheet short but there are tens of thousands of box numbers. Columns B (Box Type) and C (No of Bundles) should also remain constant where Box No remains the same and should be rolled down until the value of column A (Box No) changes.
Finally column D (Bundle No) should be rolled down independently of A,B,C and needs to change whenever a new value appears within the sequence for column D. Again when this changes the blank row should be left and then the new value rolled down until it changes again. I have tried in vain to try and create a macro within Excel to do this but have failed miserably.
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Nov 25, 2009
I'm creating a calculator to determine the distance & travel time on a xy grid for a game. I'll share what I have so far to display the big picture. Here’s what I’ve accomplished so far:
#1) Cells A1 & B1 are dynamic, they are frequently changed so distance and time may be displayed. Cells A2 & B2 do not change.
#2) I use the following formula to determine the distance between cells, displayed in C2: =SQRT((A2-$A$1)^2+(B2-$B$1)^2)
#3) Next I multiply C2 by a number so that distance is measured correctly per unit type for this game. (I hide this column). Therefore, cell D3 has the following formula: =C2*20
#4) Now my problem, cell E3 - Correctly displaying time. I have the following formula in E3: =TIME(0,D2,0)
This works great!! That is until the time goes beyond 24 hours, then it rolls over. I've tried right clicking and setting the custom format of E3 to [hh]:mm, it still rolls over. I’ve also tried setting formatting to d:[hh]:mm, if I do this then the output time displayed is incorrect.
Ideally I would love a simple fix so that the time will roll over and show days. (I would like a display similar to d:hh:mm).
I’ve done a fair bit of research online and either I'm missing something simple or this is more complex than I thought. And not to make this any more confusing, but I would love whatever I accomplish here to be useable in compatibility mode ...
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Feb 5, 2014
[URL]...... I need to put more dynamics and fill this data set from other sheets, so I'm putting formula into column A, and this force chart react and insert another category. In other words I want to have this fill only if data present on different tab(worksheet).
That what I have now:
[Code] ........
is there any other COUNTB,C,D???
COUNTA
Counts the number of cells that are not empty and the values within the list of arguments. Use COUNTA to count the number of cells that contain data in a range or array.
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Apr 26, 2014
I'm trying to make a vacation accrual sheet, and I think I have the basics of it down, but I'm running into a problem figuring out how to put in roll over days from the previous year.
Every year on January 1rst, accrual resets. Any days that haven't been used are eligible to be used for 3 months after January 1rst, but after that (on April 1rst), the old days are gone, and the employee is back to using the year's current accrual days. I'm not sure how to do that.
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Apr 20, 2012
The problem that I have is rolling over the sum total after the meter read reaches thousand it starts at 1 again, but I need the total KMs traveled for example in the car dash board the odometer shows 945 when I started my trip and end at 24, how would I set up a formula in excel to calculate the total KMs traveled
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Sep 4, 2007
how to make a code that will display a random number 1 by 1 and fast in a single textbox so it will make un illusion that it is searching numbers..
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